MACOM Technology SolutionsShort · ~2 weeksas of 2026-10-13Neutral
Structural set the tone, but the swarm won’t commit — a negative tilt with weak agreement, so the call is Neutral.
Coverage
3/7
Agreement
0.12
.00
Conviction
How the swarm reasoned
✓Question›✓Coverage›✓Driver›✓Consensus›5Gate›6Verdict
🧭
Structural Driver
Industry Index 9.2 (falling -7.6 over window) — structural headwind.
−0.308
Industry Index falling -7.6 [no link]−0.22542%
Industry Index level 9.2 [no link]−0.08316%
2 item(s) · sums to -0.308
📉
Price momentum Bullish
Technical uptrend across short+medium horizon(s) — vote 0.37, confidence 0.35 from 11 indicator sub-signal(s).
+0.198
▸Moving-average trend (medium) [no link]+0.09518%
Moving-average trend (short) [no link]+0.0377%
Momentum (short) [no link]+0.0285%
OBV (short) [no link]+0.0143%
MACD histogram (medium) [no link]+0.0112%
MACD histogram (short) [no link]+0.0092%
Bollinger %B (short) [no link]+0.0061%
Momentum (medium) [no link]−0.0061%
RSI trend (short) [no link]+0.0031%
ADX / DMI (medium) [no link]+0.0020%
Stochastic (short) [no link]−0.0010%
ADX 19 (trend strength 0.48) [no link]0.0000%
Bollinger %B 0.61 (extreme 0.00) [no link]0.0000%
RSI 54 (overextension penalty 0.00) [no link]0.0000%
14 item(s) · sums to +0.198
⚖️
Options positioning Bullish
Delayed per-contract options — call premium 59% / put 41% (net skew 0.18), unusualness 25/100. Context: Consumer Price Index in 1 day.
+0.013
▸1 item(s) · sums to +0.013
📰
News Abstained
no recent news
—
📈
Growth Abstained
Fundamentals inform the ~3-month call, not a 2-week move.
—
🏦
Smart money Abstained
13F filings move too slowly for a 2-week call.
—
🏰
Moat Abstained
The moat prior is a ~6-month structural view, not a 2-week move.
—
Consensus · did they agree?
Most voters leaned one way; structural dissented. Directional agreement 0.12.
The gate · score → conviction → verdict
Raw score
−0.097
×
Agree·cover·strength
0.12
→
Conviction
0.00
A mildly-negative score, but weak agreement — so the engine returns a no-conviction Neutral rather than overclaim. This is the system refusing to force a call it doesn’t have.
as of 2026-10-13 · config sig-v4-2026-07-26